Institutional Ownership Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY). We have compiled data on the 4,446 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $594 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
364
shares
|
$276,687
0.25% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
363
shares
|
$275,927
0.16% of portfolio
|
Q2 2025
Reduced 24.53%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
363
shares
|
$275,927
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
363
shares
|
$275,927
0.2% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
362
shares
|
$275,167
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
362
shares
|
$275,167
0.22% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
360
shares
|
$273,646
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
360
shares
|
$273,646
0.1% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
360
shares
|
$273,646
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
360
shares
|
$273,646
0.1% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
360
shares
|
$273,646
0.13% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
359
shares
|
$272,886
0.13% of portfolio
|
Q2 2025
Reduced 84.25%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
359
shares
|
$272,886
0.09% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
359
shares
|
$272,886
0.1% of portfolio
|
Q2 2025
Added 31.99%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
359
shares
|
$272,886
0.04% of portfolio
|
Q1 2025
Added 36.5%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
358
shares
|
$272,126
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
358
shares
|
$272,126
0.04% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
358
shares
|
$272,126
0.08% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
357
shares
|
$271,366
0.08% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
357
shares
|
$271,366
0.12% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
357
shares
|
$271,366
0.25% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
356
shares
|
$270,606
0.11% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
356
shares
|
$270,606
0.1% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
355
shares
|
$269,846
0.11% of portfolio
|
Q2 2025
Added 36.54%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
354
shares
|
$269,086
0.1% of portfolio
|
Q2 2025
New holding
|